Review a Contact's Activity
Open the activity feed
Section titled “Open the activity feed”Open a contact from Contacts. The contact record includes its own activity feed, with a Filter control at the top.
Narrow the activity you are reviewing
Section titled “Narrow the activity you are reviewing”Select Filter to narrow the feed by activity Type, Date, or User. You can also include or exclude Team actions. When you filter to calls, texts, or emails, the filter menu also provides an inbound/outbound Direction option.
Choose Clear filters when it appears in the menu to return to the full activity feed.
Add work from the contact record
Section titled “Add work from the contact record”Use the composer below the feed to add a Note or start a Voice, Text, Email, or Call action. Availability can vary by contact and workspace configuration. Opening the note composer lets you save a note and add attachments; text and email actions open their respective compose surfaces. The Call action starts the calling flow rather than adding a manual activity item.
See Make Calls from Goliath for calling setup and outcomes.